Institutional Ownership Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV). We have compiled data on the 1,457 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
5,262
shares
|
$488,524
0.18% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,239
shares
|
$486,388
0.6% of portfolio
|
Q3 2022
Added 20.33%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
5,213
shares
|
$483,974
0.1% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
5,212
shares
|
$483,882
0.17% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
5,195
shares
|
$482,303
0.09% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
5,184
shares
|
$481,282
0.01% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,176
shares
|
$480,539
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
5,168
shares
|
$479,797
0.12% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
5,150
shares
|
$478,126
0.09% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
5,138
shares
|
$477,011
0.3% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,112
shares
|
$474,598
0.03% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
5,100
shares
|
$473,484
0.1% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,099
shares
|
$473,391
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,090
shares
|
$472,555
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
5,088
shares
|
$472,369
0.09% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,079
shares
|
$471,534
0.06% of portfolio
|
Q2 2025
Reduced 33.46%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
5,039
shares
|
$467,820
0.05% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,036
shares
|
$467,542
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
5,005
shares
|
$464,664
0.11% of portfolio
|
Q1 2023
Reduced 45.14%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
5,004
shares
|
$464,571
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,003
shares
|
$464,478
0.02% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
5,002
shares
|
$464,385
0.39% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
5,000
shares
|
$464,200
0.07% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$464,200
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,985
shares
|
$462,807
0.03% of portfolio
|
Q3 2022
Reduced 28.47%
|